Our Process

During our discovery meeting, we will get to know one another and determine if we are compatible as client and advisor. You will learn about our team, qualifications, process, and philosophy. In turn, we will strive to learn about you and your family – what drives you, what's important to you about money, and your financial needs and goals. If we agree that we are a good fit, we will continue with the advisory process.

After your discovery meeting, we will carefully analyze your situation, taking into account your long-term goals and the risks to achieving your goals. Using state-of-the-art financial modeling software, as well as long-term financial industry experience, we will prepare a personalized plan to help you attain your goals.

At your second meeting with us, we will discuss the plan we have created for you. This plan serves as a roadmap for your financial success, and we welcome your input on how to make the plan work best for you. Whether you are familiar with or new to financial planning concepts, we will strive to make your plan comprehensible, concise, and actionable. We will lay out your goals and objectives, offer an executive summary on how you're doing currently (including what risks you might face), and suggest specific action steps to take to help you maintain your goals.

The implementation phase consists of taking the specific actions we've agreed upon. These actions may include opening accounts, addressing risk by applying for insurance, changing spending habits (up or down), and taking other steps in your financial life such as paying off debt. During this step, we will complete necessary paperwork and open accounts.

Once you are a valued client of Wisdom Wealth Care, will meet to monitor and review your investments and your overall financial health. Part of our service is always being available to answer any questions you have about any aspect of your financial life. We're accessible to our clients via phone or email in the event you want additional financial guidance. We believe our ongoing relationship and consistent review are vital parts of the process, so we will always schedule your next review appointment before you leave our office.